Process Street + Salesforce Marketing Cloud Integration

Integrate Process Street to Salesforce Marketing Cloud in one click, or tell Integrately AI how you want each workflow run handled. Insert records, upsert data extensions, send transactional emails, and update your marketing lists automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
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2.
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Run workflow in Process Street
  • Salesforce Marketing Cloud
    Insert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Upsert data extension record in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Sends transactional email using TriggerSend in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Create subscriber in Salesforce Marketing Cloud
  • Salesforce Marketing Cloud
    Validate email address in Salesforce Marketing Cloud

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Ready Workflows Ready Workflows for Process Street + Salesforce Marketing Cloud Integration

Complete workflow runs, insert data extension records, send transactional emails, create subscribers, and validate email addresses, all in just one click.

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Connect more apps to your Process Street + Salesforce Marketing Cloud flow

Route completed processes into your CRM, alert teams on messaging channels, and keep campaign assets synchronized across your stack. Pick a combination and activate it in one click.

Process Street
Salesforce Marketing Cloud
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SlackSlack (4)
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SalesforceSalesforce (4)
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Google DriveGoogle Drive (3)
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AsanaAsana (3)
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TypeformTypeform (3)
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MailchimpMailchimp (3)
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When a Process Street workflow run is completed, insert a data extension record in Salesforce Marketing Cloud and notify your team on Slack
Completed Process Street workflows automatically update your Salesforce Marketing Cloud data extension while notifying your team in Slack, eliminating manual reporting delays.
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When a Process Street data set record is created, create a subscriber in Salesforce Marketing Cloud and post an alert in Slack
New data set records in Process Street instantly create subscribers in Salesforce Marketing Cloud and alert your sales channel on Slack.
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When a Process Street task is ready, upsert a data extension record in Salesforce Marketing Cloud and notify your channel in Slack
Ready tasks in Process Street trigger data extension upserts in Salesforce Marketing Cloud and send instant notifications in Slack.
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When a Process Street workflow run is created, validate the email address in Salesforce Marketing Cloud and announce it in Slack
New workflow runs trigger instant email validation in Salesforce Marketing Cloud and post confirmation updates in Slack.

Supported triggers and actions for Process Street and Salesforce Marketing Cloud

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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Update Run workflow in Process Street
Update details of an existing run workflow.
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Delete Comment in Process Street
Delete an existing comment.
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Update Comment in Process Street
Update an existing comment.
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Create Task Comment in Process Street
Create a new comment on a task.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Update Task in Process Street
Update task fields and status.
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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Assign Task to User in Process Street
Assign a user to a task.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Run workflow in Process Street
Runs a workflow
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Salesforce Marketing Cloud
Salesforce Marketing Cloud Triggers & Actions
No trigger is available
Insert data extension record in Salesforce Marketing Cloud
Adds a new record to a data extension within a particular system
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Upsert data extension record in Salesforce Marketing Cloud
Updates or inserts a record into a data extension to ensure that it's up-to-date
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Sends transactional email using TriggerSend in Salesforce Marketing Cloud
Sends a transactional email using triggersend
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Create subscriber in Salesforce Marketing Cloud
Adds new users to the subscription list
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Validate email address in Salesforce Marketing Cloud
Confirm the validity of an email address
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What can you automate with Process Street + Salesforce Marketing Cloud?

Streamline internal workflows and sync customer data extensions automatically across your entire marketing stack.

What you can automate?
πŸ”„
Sync completed workflow runs into marketing data extensions
Complete Process Street workflow runs to automatically insert records into your Salesforce Marketing Cloud data extensions without manual copy-pasting.
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Capture every submitted workflow field accurately
Map detailed workflow run parameters directly into custom fields within your Salesforce Marketing Cloud data extension for comprehensive reporting.
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Trigger transactional emails immediately
Send transactional emails using TriggerSend right when an important Process Street task is marked ready, ensuring prompt communication.
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Route records conditionally based on submitted fields
Upsert data extension records or create subscribers dynamically based on specific parameters submitted in Process Street workflows.
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Keep marketing destination data up to date
Update subscriber profiles and data extension entries continuously as Process Street data set records are modified or updated.
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Prevent duplicate records with upsert operations
Use intelligent upsert operations to add or update records seamlessly without creating duplicate subscriber profiles in your marketing cloud.
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Validate email addresses on status changes
Process workflow completion events to automatically validate email addresses before sending downstream communications and campaigns.
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Extend your workflow to team messaging channels
Trigger automated Slack notifications whenever a Process Street workflow run completes and a Salesforce Marketing Cloud record is successfully updated.
And much more...

Who is Process Street + Salesforce Marketing Cloud integration for?

Operations managers and marketing teams coordinating repeatable business processes with customer engagement workflows benefit by eliminating manual data entry and keeping campaigns synchronized.

Performance marketers
Performance marketers
Operations leads
Operations leads
Account managers
Account managers
High-volume support teams
High-volume support teams
Campaign coordinators
Campaign coordinators
Data compliance officers
Data compliance officers
πŸ“ˆ
Performance marketers
You're running campaigns across multiple channels but your customer data only updates when someone manually exports records, so the lists you're targeting are always a few hours behind β€” with this integration, every completed workflow run updates your marketing cloud instantly and your audience data stays current.
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Operations leads
You need to act fast on completed internal tasks, and you find out too late because status updates sit in your process management tool β€” this integration means every workflow completion triggers immediate subscriber creation, keeping your marketing engine responsive.
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Account managers
You answer to a client who wants to see process progress reflected in their customer profile, but manual handoffs cause delays β€” automating both apps means every checked task immediately updates your data extensions so clients see accurate real-time records.
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High-volume support teams
The volume of completed onboarding workflows is too high for anyone to keep up by hand, leading to missed transactional emails β€” with this integration, every workflow run completion automatically sends your TriggerSend emails without manual delays.
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Campaign coordinators
You own the marketing follow-up and depend on operations upstream to hand over completed workflow data, but handoffs get missed β€” connecting these apps means every data set record created in Process Street flows directly into Salesforce Marketing Cloud without manual friction.
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Data compliance officers
You need a reliable history of every process step and keep finding gaps in your marketing records from manual entry errors β€” this integration means every workflow event is accurately captured, leaving a complete and verifiable audit trail.
Our team

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Why choose Integrately to automate Process Street + Salesforce Marketing Cloud

Build and manage your Process Street + Salesforce Marketing Cloud automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Process Street + Salesforce Marketing Cloud with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Process Street to Salesforce Marketing Cloud?
Frequently Asked Questions
You can connect Process Street to Salesforce Marketing Cloud instantly using 1-click automations and Integrately AI, linking your workflows with tools like Slack, Salesforce, and Google Drive effortlessly.
Can I automatically sync completed workflow runs to Salesforce Marketing Cloud data extensions?
Frequently Asked Questions
Can I connect Process Street, Salesforce Marketing Cloud, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and Salesforce Marketing Cloud?
Frequently Asked Questions
How does Process Street data transfer into Salesforce Marketing Cloud?
Frequently Asked Questions
Can I create subscribers in Salesforce Marketing Cloud from Process Street tasks?
Frequently Asked Questions
Do I need coding skills to automate Process Street and Salesforce Marketing Cloud?
Frequently Asked Questions
Is the Process Street and Salesforce Marketing Cloud integration free?
Frequently Asked Questions
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You Can Also Connect Process Street or Salesforce Marketing Cloud With 1500+ Other Apps

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Salesforce Marketing Cloud
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